|Symbol||Name||Price(Change)||Market Cap||Price / Earning Ratio||EV/EBITDA|
|BAM||Brookfield Asset Management In..||
|BX||The Blackstone Group Inc||
|BK-PC||The Bank of New York Mellon Co..||
|BK||The Bank of New York Mellon Co..||
|KKR||KKR & Co. Inc||
|AMP||Ameriprise Financial, Inc||
|STT||State Street Corporation||
|STT-PG||State Street Corporation||
|STT-PD||State Street Corporation||
|Market Performance vs.
Industry/Classification (Asset Management)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||29.47%||8%||F||32%||F|
|Risk Adjusted Return||19.89%||26%||F||38%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company has under performed its peers on annual average total returns in the past 5 years.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.